Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $128B
1-Year Est. Return 29.36%
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85B
AUM Growth
+$7.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,293
New
Increased
Reduced
Closed

Top Buys

1
+$307M
2
+$303M
3
+$283M
4
CRM icon
Salesforce
CRM
+$249M
5
UBER icon
Uber
UBER
+$208M

Top Sells

1
+$393M
2
+$257M
3
+$232M
4
UNH icon
UnitedHealth
UNH
+$208M
5
ORCL icon
Oracle
ORCL
+$194M

Sector Composition

1 Technology 27.15%
2 Consumer Discretionary 13.52%
3 Financials 12.3%
4 Healthcare 12%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$32.6M 0.04%
66,713
-29,586
377
$32.6M 0.04%
1,788,960
-324,206
378
$32.4M 0.04%
830,178
+662,748
379
$32.3M 0.04%
272,106
+69,435
380
$32M 0.04%
+1,202,164
381
$31.9M 0.04%
977,507
-135,065
382
$31.7M 0.04%
3,520,534
-6,319,729
383
$31.6M 0.04%
72,151
-972
384
$31.5M 0.04%
1,107,353
-30,581
385
$31.5M 0.04%
+2,010,273
386
$31.2M 0.04%
75,153
-29,828
387
$31.2M 0.04%
473,857
-11,037
388
$31M 0.04%
163,107
-26,978
389
$31M 0.04%
127,829
+42,300
390
$30.9M 0.04%
442,110
-206,936
391
$30.8M 0.04%
+162,763
392
$30.7M 0.04%
334,797
-41,737
393
$30.6M 0.04%
514,336
+13,549
394
$30.5M 0.04%
326,246
-36,424
395
$30.5M 0.04%
810,660
+118,656
396
$30.3M 0.04%
4,877,691
-373,147
397
$30.3M 0.04%
712,328
-293,032
398
$30M 0.04%
74,273
-23,511
399
$30M 0.04%
460,719
+7,731
400
$29.9M 0.04%
321,146
-293,693
14 15
16
17 18